JPMorgan Chase & Co. shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Allegheny Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.9k | 315.43 |
| 2025-06-30 | $2.9M | 9.9k | 289.92 |
| 2025-03-31 | $2.4M | 9.8k | 245.32 |
| 2024-12-31 | $2.0M | 8.3k | 239.73 |
| 2024-09-30 | $1.8M | 8.6k | 210.87 |
| 2024-06-30 | $1.7M | 8.6k | 202.26 |
| 2024-03-31 | $1.3M | 6.4k | 200.31 |
| 2023-12-31 | $1.2M | 7.2k | 170.10 |
| 2023-09-30 | $1.0M | 7.2k | 145.02 |
| 2023-06-30 | $1.2M | 8.1k | 145.44 |
| 2023-03-31 | $1.1M | 8.4k | 130.31 |
| 2022-12-31 | $1.1M | 8.0k | 134.09 |
| 2022-09-30 | $813k | 7.8k | 104.39 |
| 2022-06-30 | $810k | 7.2k | 112.64 |
| 2022-03-31 | $840k | 6.2k | 136.28 |
| 2021-12-31 | $968k | 6.1k | 158.36 |
| 2021-09-30 | $999k | 6.1k | 163.64 |
| 2021-06-30 | $960k | 6.2k | 155.54 |
| 2021-03-31 | $916k | 6.0k | 152.26 |
| 2020-12-31 | $777k | 6.1k | 127.13 |